Drake Tax - Adding a Custom Paragraph to the Result Letter in a Return

How to add special information or instructions to the result letter for only one client

You can add special instructions or information to your client letter by using the custom paragraph provided in data entry on the COMM screen. By default, this paragraph appears at the bottom of the letter.

You can change placement of the custom paragraph by adding keywords to the letter.

1. Go to Setup > Communications Editor.

2. Click Open on the toolbar and select the corresponding letter you need to edit.

3. Go to Full Edit mode - on the toolbar, if the Outline Edit icon is displayed, you are already in Full Edit mode. If Full Edit is displayed, click the icon to go to Full Edit mode.

4. In the editing panel at the right, click the location where you want the custom paragraph to appear.

5. In the Return Data Keywords list on the left, expand the Miscellaneous list, scroll down, and double-click Paragraph from LTR Screen. Save the letter.

6. The placement in the client letter is the same as selected in the editor. This placement applies to any custom paragraph you create in a return using the edited letter.